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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1201
GVO Asset Management
Switzerland
$71K +$70.2K +330 New
T
1202
TOBAM
France
$69K – – –
ADL
1203
Asset Dedication LLC
California
$68K – – –
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$65K -$6.38K -30 -9%
AWC
1205
Abundance Wealth Counselors
Pennsylvania
$64K +$63.8K +300 New
PWM
1206
Prentice Wealth Management
New York
$64K +$63.8K +300 New
PO
1207
Private Ocean
California
$62K -$9.15K -43 -13%
RFA
1208
Reilly Financial Advisors
California
$59K +$5.32K +25 +10%
ECM
1209
Estabrook Capital Management
New York
$58.9K – – –
GRP
1210
Global Retirement Partners
California
$58K -$363K -1,707 -86%
WPA
1211
West Paces Advisors
Georgia
$57.8K -$4.68K -22 -8%
ACM
1212
Allred Capital Management
Texas
$57.2K +$56.8K +267 New
PFBT
1213
Parkside Financial Bank & Trust
Missouri
$57K -$3.62K -17 -6%
EFSCE
1214
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$1.28K -6 -2%
TI
1215
Truehand Inc
New Hampshire
$55K – – –
TFM
1216
TFC Financial Management
Massachusetts
$54K -$5.11K -24 -9%
DI
1217
Disciplined Investments
Oklahoma
$54K – – –
MAM
1218
Marquette Asset Management
Minnesota
$54K – – –
TWM
1219
Tradition Wealth Management
Minnesota
$54K +$13.2K +62 +33%
FPS
1220
Fieldpoint Private Securities
Connecticut
$53K +$10.2K +48 +24%
GCGDR
1221
Geo Capital Gestora de Recursos
Brazil
$53K +$29.8K +140 +132%
PA
1222
Perennial Advisors
New York
$52K – – –
TFO
1223
Tarbox Family Office
California
$48K – – –
FRA
1224
Front Row Advisors
California
$47K – – –
AP
1225
Arlington Partners
Alabama
$45K -$14.3K -67 -24%